Financial Services Specialist
4 weeks ago
As a Financial Services Specialist at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice that fits their financial situation, helping them choose the right solutions to meet their goals.
Key responsibilities include:
- Advising members and clients on the best strategies and working with them to identify expected results.
- Managing business relationships, assessing member/client satisfaction, and service quality, as well as following up and identifying areas for improvement.
- Staying up-to-date on the financial services industry, market trends, and best practices in your field.
- Participating in outreach activities and representing Desjardins in the community.
We offer a competitive salary and annual bonus, 4 weeks of flexible vacation starting in the first year, a defined benefit pension plan, group insurance, and reimbursement of health and wellness expenses and telework equipment.
To be successful in this role, you will need:
- A college diploma in a related field.
- A minimum of two years of relevant experience.
- Mutual fund representative certification from the Autorité des marchés financiers.
- Knowledge of French is required.
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